TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.98M
3
+$2.21M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M

Top Sells

1
+$3.13M
2
+$2.35M
3
+$2.24M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.36M
5
VTRS icon
Viatris
VTRS
+$1.35M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
+18
877
$3K ﹤0.01%
48
+1
878
$3K ﹤0.01%
+50
879
$3K ﹤0.01%
22
880
$3K ﹤0.01%
+50
881
$3K ﹤0.01%
2,000
-375
882
$3K ﹤0.01%
40
883
$3K ﹤0.01%
+150
884
$3K ﹤0.01%
225
885
$3K ﹤0.01%
108
-131
886
$3K ﹤0.01%
74
+6
887
$3K ﹤0.01%
50
888
$3K ﹤0.01%
8
889
$3K ﹤0.01%
200
890
$3K ﹤0.01%
78
891
$3K ﹤0.01%
12
892
$3K ﹤0.01%
18
893
$3K ﹤0.01%
400
894
$3K ﹤0.01%
1,221
895
$3K ﹤0.01%
+156
896
$2K ﹤0.01%
26
897
$2K ﹤0.01%
100
898
$2K ﹤0.01%
83
899
$2K ﹤0.01%
55
900
$2K ﹤0.01%
50
34 35
36
37 38